Move Administer Version 1506 Released

Posted by Colin Wynn on Jan 13, 2015 in Archive Administer, Crate Administer, Move Administer, Product Update |

Move Administer version 0.0.0.1506 is officially released today.

History of Changes (1498 to 1506)

Move Administer

Enquiries
ADDITION
: When adding a new Enquiry a check is now performed on the Destination Address Postal Code to see if a customer already exists on the system with the same Postal Code and if one or more is found then a window opens to show matching customers

Quotations
ADDITION
: On the Survey tab of the Quotation Wizard when you select Scheduling Requirements as the Survey Notes you now have the option to import Containers and Conventional Items from a list of Storage Jobs for the chosen customer (you will only get a choice if more than one storage job exists, and storage jobs must have containers or conventional items)
ADDITION: On the Instructions tab of the Event Wizard you now also have the option to import the Containers and Conventional Items, just as above

Storage
FIX
: Compound storage jobs that were ended with a date in advance are now invoiced on the next invoicing run

Correspondence
FIX
: Agent emails, sent from the email icon to the right of the email address on the Agent Form are now stored for that Agent, whereas in the past they were stored in the database but not retrievable from the Agent Correspondence Browse
ADDITION: When selecting an invoice/credit to attach to an email only invoices/credits created in the last 30 days are displayed, however unchecking the checkbox will display all. There is also an option to narrow the display to show only All/Ad-hoc/Crate Hire/Removal/Storage
ADDITION: When selecting a quotation to attach to an email only quotations created in the last 30 days are displayed, however unchecking the checkbox will display all
ADDITION: When selecting a trade quotation to attach to an email only trade quotations created in the last 30 days are displayed, however unchecking the checkbox will display all

Options
ADDITION
: IBAN and BIC have been added to the Bank tab of the Trading Company Wizard (Tools -> Options -> Defaults -> Trading Company -> Open -> Bank Tab)

Other
ADDITION
: You can now import addresses from TwentyCI into the Prospect database from the Actions menu of the Prospects Browse. You can also specify to only import prospects where the property is over a certain valuation. Please beware that TwencyCI provide these addresses with and without the Seller name, so you must ensure you choose the correct type of file to import from the Criteria Window
CHANGE: Updated Box-Move-Deliver Outlook Enquiry import script
ADDITION: New Seasonal Planner variances for 2015

Additional Modules

Archive Administer Lite
CHANGE
: When adding items via the Insert Wizard then the reference provided is checked for duplication once you try to go back, forward or save, and if a duplicate already exists then you are forced to provide a new reference
CHANGE: When adding items via the Mass Insert Wizard the reference created is checked for duplication and if a duplicate already exists then you are warned and asked if you want to continue adding the remaining items

CHANGE: Reference increased from 20 to 25 characters
ADDITION: When selecting a docket to attach to an email only dockets created in the last 30 days are displayed, however unchecking the checkbox will display all

Crate Administer
ADDITION
: When selecting a docket to attach to an email only dockets created in the last 30 days are displayed, however unchecking the checkbox will display all

Technical
TABLES
: Trader, ArchiveActivity, ArchiveItem

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